Every call is a task, every visit is an activity, and a short report decides what happens next.
Screens are captured from the WiseParts app, with sample data and a call-report form set up for this demo. Calls run using RingCentral, and emails go from OEC's mailbox.
Part A
The OEM's list becomes call tasks for each dealer. Agents work their queue, close every call with a report, and order from whichever dealer is cheaper.
Part B
Hub lines overflow to OEC. The agent knows the hub and the garage before answering, every call closes with an enquiry type, and the hub gets the note.
Part C
A rep's week runs from plan to verified visit to order, and every visit lands on the customer timeline telesales uses. Reps see only their own dealer.
Part D
One global customer on a dedicated line. The job goes onto a quote with its own dealer, the quote keeps its number through every change, and one click turns it into an order.
The brief, answered
Each scenario of the demo brief v2, with the step that shows it. Click a step to jump to it.